Your clients will sell eventually. Most are not ready. When the day comes, they will either be prepared — or they will learn in diligence what they should have fixed three years earlier. Exit Desk is built for exactly that window — the 1–5 years before a client engages a broker or starts a formal process.
A flat-fee buyer-lens audit ($199–$499 depending on deal size) is not a competitive threat to your engagement. It is the resource that makes your clients ready for it.
How the Partnership Works
Referrals flow in both directions — pre-qualified leads when the business is ready, paid placement when it isn't.
You → Exit Desk
When a client is thinking about an eventual sale but not ready to engage, refer them to the Buyer-Lens Audit™. They get a buyer-side read on what to fix; you stay the trusted advisor in their corner. $100 referral fee per converted client.
Exit Desk → You
When the audit identifies a sale-ready seller in your industry or region, we refer them to partner brokers, M&A advisors, or wealth advisors in our network. Pre-qualified, pre-educated, and arriving with a buyer-lens analysis already in hand.
No Conflict
Exit Desk doesn't represent sellers, doesn't compete for engagements, doesn't earn on transaction close. Different product, different point in the journey. Brokers help clients sell; we help clients prepare.
For Your Practice
A structured buyer-side resource you can offer clients without building one. You look proactive. The client gets a buyer-lens analysis grounded in 25 years and 75+ transactions of M&A judgment, calibrated to their revenue scale and buyer universe — from Main Street operators under $1M to lower-middle-market founders at $15M+. The fee is a small fraction of even the smallest typical sale.
For Your Client
A confidential-memo-style report identifying exactly where buyer scrutiny will focus first — earnings quality, owner dependency, customer concentration, competitive position, AI exposure. Delivered within 24 hours. The client enters any future process with specificity no broker will give them upfront.
For Brokers Specifically
A pre-engagement filter for prospects who aren't ready yet. Refer them to Exit Desk during the preparation window, and we send them back when the business is ready to go to market. You preserve the relationship without taking the engagement before it's right.
Referral Fee
$100 per report
Roughly 20% of the audit fee, paid on every converted referral.
Commitment
None
No minimums, no quotas, no exclusivity. Refer when it fits your client.
Tracking
Manual for v1
We track referrals by email tag for the first cohort of partners. Automated attribution follows.
Payment
Monthly
Conversion summary and payout on the first business day of each month.
01
Join the Program
Submit the form below. You'll receive a partner welcome email with the sample report PDF, a client-facing one-pager, and your referral tag.
02
Share With Clients
When a business-owner client is thinking about an eventual sale, share the sample report and the free 8-question audit preview. Most partners lead with the sample — it demonstrates the deliverable without asking the client to do anything.
03
Client Purchases
Client takes the free audit preview, decides the full Buyer-Lens Audit™ is worth it, and purchases. Your referral tag is captured at checkout.
04
You Get Paid — Or Get a Referral Back
On the first business day of each month, you receive a conversion summary and your $100-per-report payout via ACH or check. When the audit identifies a client as sale-ready and you're a fit for their industry or region, we refer them back to you.
Before You Sign Up
See what you'll be sharing with clients.
The sample reports demonstrate the same buyer-lens framework applied at different revenue scales — from a sub-$1M Main Street operator to a $4.2M lower-middle-market business. Read whichever fits your typical client before you decide whether the program fits your practice. Your clients receive the same quality of analysis, calibrated to their scale.
Read the Sample Reports →